High Net Worth Client Advisor

1 month ago


Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Description

This is a UK-wide role that involves managing an existing client bank and dealing with new High Net Worth (HNW) client enquiries. As a Financial Adviser, you will provide clients with independent financial advice and make recommendations on how to best meet their goals. Key responsibilities include:

  • Managing and developing your own client bank
  • Providing clients with tailored financial planning solutions
  • Maintaining strong relationships with clients and colleagues alike

To succeed in this role, you will need:

  • Diploma (Dip PFS) or equivalent qualification
  • Experience as a Financial Adviser, SPS & CAS Status

This is an excellent opportunity for a motivated and experienced Financial Adviser to take their career to the next level and join a dynamic team at Recruit UK.



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